MATTHEW LEAN
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2006 - Bachelor of Commerce (Accounting) - - University of Queensland
2007 - Accredited Derivatives Adviser Level 2 Exam - - Kaplan Professional Education
2007 - Superannuation Module - - Royal Melbourne Institute of Technology Business TAFE School
2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
2011 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.